---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000806783.md"
description: "I'm still leaning toward buying the dip in AI and semiconductor stocks. The recent correction feels more like a sentiment reset than a change in the long-term story. AMD securing Microsoft for Helios and Google reportedly developing more advanced custom AI chips only confirm that AI infrastructure spending continues to accelerate, not slow down.I don't see this as an "anti-Nvidia" trade. The AI market is becoming larger and more competitive, which is healthy for the entire ecosystem. Nvidia will remain a major beneficiary, while companies across memory, networking, storage and software should also capture meaningful growth. That's why I'm using this pullback to gradually accumulate my highest-conviction AI positions.Oil and energy could stay strong if Middle East tensions escalate further, but I prefer to stay focused on where I see the biggest long-term compounding opportunity. Short-term volatility doesn't change my strategy. As long as AI demand and enterprise spending remain intact, I'll continue to add on weakness and let time do the heavy lifting."
datetime: "2026-07-21T04:00:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000806783.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000806783.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000806783.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I'm still leaning toward buying the dip in AI and …


### Related Stocks

- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**